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In Workbook you can add “viewers” to a specific net revenue forecast, so they view the forecast once it’s publish.

Viewers have read only access, they cannot edit the NRF

ON THIS PAGE YOU WILL FIND:

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ADDING VIEWERS TO THE NRF

There are two ways to add viewers to a net revenue forecast:

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Info

For more information on the NRF configuration go to:- Net Revenue Forecast > Configuration

Manually Add Viewers

To add viewers manually to a net revenue forecast go to:

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  • Repeat the process in the pipeline responsible tab (if applicable)

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REMOVE VIEWERS FROM THE NRF

If you wish to remove a viewer:

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There is no confirmation for this action, WorkBook removes the resource immediately

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PUBLISHING THE NRF

In order for viewers to see the net revenue forecast, you need to publish it.

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  • If you wish to unpublish a NRF then repeat the steps above

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VIEWING THE NRF

To view an NRF as a “viewer” go to:

  • The tasks module > follow up > net revenue forecast

  • Select the net revenue forecast you wish to view from the drop down

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Filter by label (Content by label)
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cqllabel in ( "net-revenue-forecast" , "nrf" , "forecasting" ) and space = currentSpace ( ) and title !~ "\"viewers\""

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